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Ideas & Enhancements
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Needles 5.0

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Add BCC to Needles Messages

Add BCC to Needles Messages
Guest about 5 years ago in  0 Unlikely to implement

SSO module requires you to click next to login in, hitting enter on your keyboard does not work.

When prompted for the company ID with the SSO module hitting enter does nothing. You have to actually click next to login. Not a major issue just some quality of life.
Guest 7 months ago in  0

Provide a way to limit the accounts that appear for users under Debit and Credit accounts when requesting checks

Firms may not want users to have knowledge of or the ability to select certain bank accounts when requesting checks.
Guest over 1 year ago in  0

Adding Values In Neos Value Entry Screen

There should be an option when you're adding values to be able to add from the value entry screen instead of having to exit out of the entry each time.
Guest almost 3 years ago in  0

Allow subscription of report in PDF legacy format

Most of our firms reports we use daily are user defined reports and only run correctly when exported in PDF legacy format. It would be way more efficient if we could subscribe to the report and have the option to do the PDF legacy format instead o...
Guest over 3 years ago in Auditing 0

Mass update or bulk update calendar items in Neos

Right now the only way to change the same info in more than one calendar item is to manually open, change, save, close, repeat. Please let me check boxes next to several calendar items and bulk update either from the calendar tab in a case, or mas...
Guest about 1 year ago in  1

Create a way to deactivate notifications

When I receive interal Neos messages, the message icon has a blue circle with the number of unread messages. I also receive a notification. This is duplicative, but I can't turn off notifications for messages. Please make a way for the separate, u...
Guest over 2 years ago in  2

Allow for multiple layers of tags when merging a document with another that has it's own tags.

At present, only the tags in the document you're currently generating will be prompted, regardless if the document associated with say, the "Insert Doc" tag has tags of it's own at play.
Guest about 1 year ago in  1

Tag Email Function and Send Email Function together as 1 Function

In our Needles program, there was a function where we could "post" the email to Needles case and "send" the email at the same time, which was awesome. Just one click and it was tagged to the case and sent. Please add this "tag and send" function t...
Guest 7 months ago in  0

Set default code within time entries

There should be a way to set a default code within time entries. Ex: setting the default to ATTYFEE
Guest 7 months ago in  0